Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
869
+203
+30% +$33.3K 0.03% 422
2025
Q1
$99.7K Buy
666
+231
+53% +$34.6K 0.02% 507
2024
Q4
$69.9K Buy
435
+284
+188% +$45.6K 0.01% 571
2024
Q3
$24K Buy
151
+14
+10% +$2.23K 0.01% 1033
2024
Q2
$18.7K Buy
+137
New +$18.7K 0.01% 1094
2024
Q1
Sell
-76
Closed -$12.1K 1748
2023
Q4
$12.1K Buy
+76
New +$12.1K ﹤0.01% 972
2023
Q3
Sell
-163
Closed -$27.3K 1200
2023
Q2
$27.3K Buy
+163
New +$27.3K 0.01% 402
2023
Q1
Sell
-121
Closed -$20.7K 1117
2022
Q4
$20.7K Buy
+121
New +$20.7K ﹤0.01% 290